•20 Oct 2023 19:40•Broker Report
Bilibili (BILI US) – 3Q23 Preview: Loss Reduction Remains on Track
Cumulatively, from 1Q23 to 3Q23, the company’s electricity generation grew by 13.36% YoY to 40.03bn kWh. We remain optimistic about CTGR’s full...
•19 Aug 2023 06:05•Broker Report
Bilibili (BILI US) – Monetization Improvement While Driving for Ecosystem Growth
BiliBili announced 2Q23 financial results on 17 Aug: total revenue increased by 8% YoY to RMB5.3bn, in line with CMBI/consensus estimate.
•24 Jul 2023 10:34•Broker Report
Bilibili (BILI US) – Commercialization and Content Ecosystem Drive Business Growth
We attended BiliBili (Bili) 2023 investor day on 22 Jul. Our key takeaways are: 1) overall strategy: emphasizing healthy content ecosystem...
•02 Jun 2023 09:02•Broker Report
Bilibili (BILI US) – Prioritizing profitability and quality user growth
BiliBili reported 1Q23 results on 1 Jun. Total revenue was flat YoY at RMB5.1bn in 1Q23, in line with CMBI/consensus estimate.
•03 Mar 2023 10:13•Broker Report